Brief intake
Creator Brief Intake: 18 Questions to Ask Before You Quote
Turn an incomplete brand inquiry into a quote-ready brief by clarifying objectives, deliverables, approvals, rights, timing, and production constraints.
Use this intake when a brand inquiry contains enough enthusiasm to start a conversation but not enough detail to price. The questions are ordered by dependency: later commercial decisions should not be guessed before the work and approval path are understood.
Outcome and audience
- What should the audience understand or do?
- Who is the intended audience, market, and language?
- Where will the audience encounter the content?
- Which supplied product facts or claims must appear, and who approves their accuracy?
Work and files
- What content type, quantity, duration, orientation, and platform are required?
- Which clean, captioned, raw, thumbnail, hook, or project files must be delivered?
- Who supplies product, access, props, locations, brand assets, and references?
- Is creator publication required, or is the creator producing for brand-owned distribution?
Timeline and approval
- When are the brief, product, concept, draft, feedback, approval, and launch due?
- Who consolidates feedback and has final approval?
- What does each review round cover?
- How does late feedback move the production schedule?
Rights and commercial setup
- Which assets may be used organically or in paid media?
- Which accounts, platforms, territory, duration, editing, raw footage, or creator-handle permissions apply?
- Is exclusivity requested; if so, which products, competitors, actions, and dates?
- Who is the contracting and billing entity, and is a purchase order required?
- What booking, invoice, payment, cancellation, and expense process applies?
- Which details remain pending, and who owns each answer?
Quote-readiness gate
| Status | Meaning | Action |
|---|---|---|
| Ready | Work, files, dates, approval, rights, and payment are defined | Issue a versioned quote |
| Conditional | A priced base scope is clear but named add-ons remain pending | Separate pending rows explicitly |
| Not ready | Core deliverable, media plan, or approval owner is unknown | Send a written recap and wait for correction |
Source and verification note
The 18-question sequence and readiness gate are original Ratefolio intake tools. They organize operational facts and do not replace legal, tax, claim-substantiation, or regulatory review.
Put this guide to work
Take the section checks into your next conversation.
Copy a checklist built from this guide’s review points, or print the full page for a project file.